iShares Ibonds Dec 2031IBDWETF
13F holders, Q4 2025 (December 31)260holders +28
28new positions
12sold out
1famous investor
$21.15avg. 13F price*
At the end of Q4 2025, 260 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 28 from Q3 2025. 28 opened new positions and 12 sold out. The largest holders were Aptus Capital Advisors, LLC ($153.6M), Morgan Stanley ($98.9M) and Bank of America Corp. ($88.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2031 Corp.
- CUSIP
- 46436E486
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $40.3M |
| Exits | 12 | $7.1M |
All 13F filers, Q3 2025 → Q4 2025: 12,553,350 shares bought and 1,277,302 shares sold, net +11,276,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Aptus Capital Advisors, LLC | 1.30% | Add +5.5% | 7,260,585 | $153.6M |
| Morgan Stanley | 0.01% | Add +16.0% | 4,676,640 | $98.9M |
| Bank of America Corp. | 0.01% | Add +14.9% | 4,182,426 | $88.5M |
| Capital Investment Advisors, LLC | 1.18% | Add +7.1% | 3,647,613 | $77.1M |
| Capital Advisors Inc. | 1.05% | Add +3.3% | 3,089,595 | $65.3M |
| Venture Visionary Partners LLC | 1.84% | Add +7.1% | 2,640,751 | $56.3M |
| Raymond James Financial Inc. | 0.02% | Add +34.5% | 2,541,030 | $53.7M |
| Wells Fargo & Company | 0.01% | Add +8.8% | 2,283,858 | $48.3M |
| Ameriprise Financial Inc. | 0.01% | Add +6.8% | 2,218,379 | $46.8M |
| Sarver Vrooman Wealth Advisors | 29.38% | Add +0.3% | 2,185,522 | $46.2M |
| Royal Bank of Canada | 0.01% | Add +49.0% | 1,949,023 | $41.2M |
| Mercer Global Advisors Inc. | 0.06% | Add +1686.5% | 1,941,124 | $41.1M |
| Summit Financial, LLC | 0.57% | Add +5.0% | 1,826,496 | $38.6M |
| Sigma Investment Counselors Inc. | 1.88% | Add +3.7% | 1,753,685 | $37.1M |
| UBS Group AG | 0.01% | Add +16.6% | 1,665,198 | $35.2M |
| Advisors Capital Management, LLC | 0.42% | Add +5.8% | 1,664,118 | $35.2M |
| Klingman & Associates, LLC | 1.61% | Add +11.3% | 1,580,348 | $33.4M |
| Summitry LLC | 1.37% | Add +2.4% | 1,549,157 | $32.8M |
| HighTower Advisors, LLC | 0.03% | Add +39.2% | 1,211,230 | $25.6M |
| NewEdge Advisors, LLC | 0.09% | Add +5.2% | 1,195,846 | $25.3M |
| Sound View Wealth Advisors Group, LLC | 1.59% | Add +17.3% | 1,119,214 | $23.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.7% | 853,136 | $18.0M |
| US Bancorp \de | 0.02% | Add +6.0% | 848,823 | $18.0M |
| Woodmont Investment Counsel LLC | 1.08% | Add +34.5% | 813,979 | $17.2M |
| MV Capital Management, Inc. | 1.59% | Add +3.9% | 781,212 | $16.5M |
| EP Wealth Advisors, LLC | 0.08% | — | 746,146 | $15.8M |
| Lido Advisors, LLC | 0.06% | Add +1.7% | 712,060 | $15.1M |
| Arrow Financial Corp | 1.48% | Add +4.2% | 703,778 | $14.9M |
| Mb, Levis & Associates, LLC | 5.79% | Add +1.6% | 650,494 | $13.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.3% | 621,344 | $13.1M |
| Envision Financial Planning, LLC | 4.89% | Reduce -27.7% | 611,456 | $12.9M |
| Mariner, LLC | 0.02% | Add +586.5% | 605,938 | $12.8M |
| PFG Private Wealth Management, LLC | 5.55% | New | 599,772 | $12.7M |
| LPL Financial LLC | 0.00% | Add +17.5% | 599,033 | $12.7M |
| Ironwood Financial, llc | 1.96% | Add +10.5% | 545,326 | $11.5M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -11.9% | 482,724 | $10.2M |
| Probity Advisors, Inc. | 1.61% | Add +11.9% | 476,552 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.8% | 446,278 | $9.4M |
| Parkway Wealth Management Group, LLC | 1.24% | — | 437,705 | $9.3M |
| Commonwealth Financial Services, LLC | 1.49% | Add +3.4% | 426,879 | $9.0M |
| Guidance Point Advisors, LLC | 2.05% | Add +18.9% | 407,781 | $8.6M |
| Truist Financial Corp. | 0.01% | Add +3648.6% | 404,394 | $8.6M |
| Howland Capital Management LLC | 0.32% | Add +27.5% | 403,267 | $8.5M |
| Atlantic Union Bankshares Corp | 0.15% | Add +34.8% | 387,461 | $8.2M |
| Snowden Capital Advisors LLC | 0.20% | Add +2.5% | 368,170 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.2% | 332,282 | $7.0M |
| Lyell Wealth Management, LP | 0.51% | Add +16.1% | 332,277 | $7.0M |
| Moseley Investment Management Inc. | 2.17% | Add +3.8% | 331,601 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +25.4% | 322,613 | $6.8M |
| First National Trust Co | 0.23% | Add +32.8% | 321,951 | $6.8M |
| Glenview Trust Co | 0.10% | Add +24.3% | 302,427 | $6.4M |
| Cowa, LLC | 1.88% | Add +71.2% | 311,649 | $6.2M |
| Parallel Advisors, LLC | 0.11% | Add +6.8% | 286,923 | $6.1M |
| Cheviot Value Management, LLC | 0.58% | Add +6.5% | 280,289 | $5.9M |
| Hancock Whitney Corp. | 0.10% | Add +0.4% | 274,748 | $5.8M |
| Praetorian Wealth Management, Inc. | 1.13% | Add +18.3% | 269,037 | $5.7M |
| Krilogy Financial LLC | 0.19% | Add +2.6% | 264,091 | $5.6M |
| Peloton Wealth Strategists | 2.08% | Add +22.4% | 246,350 | $5.2M |
| 4Thought Financial Group Inc. | 2.57% | Add +4.9% | 245,470 | $5.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.32% | New | 236,761 | $5.0M |
| Stifel Financial Corp. | 0.00% | Add +18.0% | 235,169 | $5.0M |
| Keeler Thomas Management LLC | 2.27% | Reduce -0.1% | 224,777 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +69.6% | 222,799 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.6% | 217,097 | $4.6M |
| Wilkins Miller Wealth Management, LLC | 2.73% | Reduce -0.8% | 216,372 | $4.6M |
| Benjamin Edwards Inc. | 0.05% | Reduce -7.1% | 211,196 | $4.5M |
| Signature Wealth Management Group | 1.82% | Reduce -0.5% | 211,111 | $4.5M |
| OneDigital Investment Advisors LLC | 0.04% | New | 211,111 | $4.5M |
| Winthrop Partners - WNY, LLC | 2.31% | — | 203,249 | $4.3M |
| Beaumont Asset Management, L.L.C. | 2.14% | Add +189.0% | 202,120 | $4.3M |
| Clearstead Advisors, LLC | 0.05% | Add +13.6% | 186,202 | $3.9M |
| Cwm, LLC | 0.01% | Add +22.1% | 170,077 | $3.6M |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 164,290 | $3.5M |
| Precedent Wealth Partners, LLC | 0.73% | Add +6.3% | 163,647 | $3.5M |
| Whalen Wealth Management Inc. | 1.83% | New | 161,499 | $3.4M |
| Adirondack Trust Co. | 1.08% | Add +15.4% | 155,301 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | New | 153,111 | $3.2M |
| MCF Advisors LLC | 0.18% | Add +1.4% | 152,429 | $3.2M |
| Houlihan Financial Resource Group, Ltd. | 1.25% | Add +611.9% | 152,175 | $3.2M |
| Rossmore Private Capital | 0.28% | Add +54.9% | 149,058 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +6.1% | 140,129 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.2% | 132,108 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +10.9% | 128,419 | $2.7M |
| Marathon Mission, Inc. | 1.56% | Reduce -0.5% | 127,639 | $2.7M |
| IFP Advisors, Inc | 0.06% | Add +185.4% | 122,486 | $2.6M |
| CENTRAL TRUST Co | 0.05% | Add +399.7% | 121,016 | $2.6M |
| Quantum Financial Advisors, LLC | 0.27% | Add +5.4% | 115,552 | $2.4M |
| Archford Capital Strategies, LLC | 0.27% | Add +0.0% | 111,344 | $2.4M |
| Stonebrook Private Inc. | 0.49% | Add +3.5% | 110,859 | $2.3M |
| Wealthstar Advisors, LLC | 1.26% | Add +4.2% | 109,499 | $2.3M |
| Fulton Breakefield Broenniman LLC | 0.14% | Add +5.2% | 108,629 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -43.6% | 105,796 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +924.5% | 105,593 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +460.3% | 98,140 | $2.1M |
| Segment Wealth Management, LLC | 0.11% | Add +1.1% | 91,635 | $1.9M |
| Wrapmanager Inc. | 0.65% | Reduce -18.3% | 90,604 | $1.9M |
| Hamel Associates, Inc. | 0.54% | New | 84,955 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.3% | 83,979 | $1.8M |
| LBMC Investment Advisors, LLC | 0.11% | Add +0.1% | 81,867 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +41.1% | 81,474 | $1.7M |
"% of holder's portfolio" is IBDW's weight in each manager's 13F, not the share of iShares Ibonds Dec 2031 Corp. the manager owns.